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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.10+ years Filed as: SAVASTA AND COMPANY INC Service code 11 · EIN 13-3879959 655 THIRD AVE - 12TH FLOOR · NEW YORK, NY 10004 | Actuarial | $294,467 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 ONE PENNSYLVANIA PLAZA - SUITE 2800 · NEW YORK, NY 10119 | Accounting | $92,933 |
BOSTON TRUST WALDEN COMPANY8 years Filed as: BOSTON TRUST & INVESTMENT MANAGEMEN Service code 51 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Investment Mgmt Fees | $41,438 |
SAMUEL GOLDSTEIN & CO PC10+ years Filed as: SAMUEL GOLDSTEIN & CO, P.C. Service code 10 · EIN 11-2478817 150 GREAT NECK ROAD - SUITE 202 · GREAT NECK, NY 11021 | Accounting | $40,298 |
Filed as: INVESTMENT CONSULTING SERVICES LLC Service code 70 · EIN 32-0016703 2215 YORK ROAD - SUITE 206 · OAK BROOK, IL 60523 | Consulting Fees | $21,500 |
F/M INVESTMENTS LLC1 year Filed as: F/M INVESTMENTS, LLC Service code 51 · EIN 93-4308588 3050 K STREET NW, SUITE 201 · WASHINGTON, DC 20007 | Investment Mgmt Fees | $13,056 |
M&T INVESTMENT GROUP10+ years Filed as: M & T INVESTMENT GROUP Service code 19 · EIN 16-0538020 ONE M T PLAZA, 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $11,000 |
Service code 51 1301 E 9TH ST, STE 2900 · CLEVELAND, OH 44114 | Investment Mgmt Fees | $8,783 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 8.40% | 8.51%-0.1pp | 10.52%-2.1pp | 8.76%-0.4pp |
| Employer contribution / active EE | $2,998 | $16,216-81.5% | $26,749-88.8% | $16,650-82.0% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |